Fiserv Inc
FISV- 交易所
- Nasdaq
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0000798354
近 90 天，Fiserv Inc 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 1,152 家機構在 13F 申報持有，市值合計 $234.1 億；大師中只有Oakmark（Harris Associates）持有。
2025 年第 1 季 13F 持有人
Fiserv Inc 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,940
- 較 2024 年第 4 季 +66 家
- 持有股數
- 5.10 億
- 較 2024 年第 4 季 +410.8 萬 (+0.8%)
- 總市值
- $1,124 億
- 較 2024 年第 4 季 +$83.3 億 (+8.0%)
- 新進機構
- 168
- 另有 638 家加碼
- 清倉機構
- 102
- 另有 834 家減碼
另有 30 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FISV 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,152 | $234.1 億 |
| 2026 年第 1 季 | 1,264 | $259.6 億 |
| 2025 年第 4 季 | 1,401 | $321.6 億 |
| 2025 年第 3 季 | 1,736 | $622.1 億 |
| 2025 年第 2 季 | 1,848 | $844.7 億 |
| 2025 年第 1 季 | 1,940 | $1,124 億 |
| 2024 年第 4 季 | 1,904 | $1,058 億 |
| 2024 年第 3 季 | 1,727 | $923.1 億 |
| 2024 年第 2 季 | 1,669 | $773.8 億 |
| 2024 年第 1 季 | 1,646 | $852.5 億 |
| 2023 年第 4 季 | 1,592 | $715.7 億 |
| 2023 年第 3 季 | 1,491 | $615.7 億 |
| 2023 年第 2 季 | 1,476 | $698.7 億 |
| 2023 年第 1 季 | 1,436 | $633.7 億 |
| 2022 年第 4 季 | 1,433 | $566.1 億 |
| 2022 年第 3 季 | 1,345 | $535.0 億 |
| 2022 年第 2 季 | 1,329 | $509.4 億 |
| 2022 年第 1 季 | 1,345 | $587.1 億 |
| 2021 年第 4 季 | 1,360 | $614.1 億 |
| 2021 年第 3 季 | 1,329 | $651.0 億 |
| 2021 年第 2 季 | 1,344 | $643.5 億 |
| 2021 年第 1 季 | 1,334 | $735.5 億 |
2025 年第 1 季持有機構
每家機構持有 Fiserv Inc 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dohj, LLC | 3,929 | $86.8 萬 | 0.20% | −194−4.7% | 減碼 |
| Clarius Group, LLC | 3,933 | $86.9 萬 | 0.05% | −57−1.4% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,940 | $87.0 萬 | 0.16% | +2,420+159.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,949 | $87.2 萬 | 0.07% | −177−4.3% | 減碼 |
| CFO4Life Group, LLC | 3,960 | $87.4 萬 | 0.15% | −487−11.0% | 減碼 |
| RBF Capital, LLC | 4,000 | $88.3 萬 | 0.06% | 00.0% | 不變 |
| ERn Financial, LLC | 4,015 | $88.7 萬 | 0.14% | −232−5.5% | 減碼 |
| Checchi Capital Advisers, LLC | 4,027 | $88.9 萬 | 0.06% | −19−0.5% | 減碼 |
| Vista Capital Partners, Inc. | 4,036 | $89.1 萬 | 0.11% | +17+0.4% | 加碼 |
| Central Bank & Trust Co | 4,071 | $89.9 萬 | 0.15% | 00.0% | 不變 |
| Roehl & Yi Investment Advisors, LLC | 4,076 | $90.0 萬 | 0.49% | −307−7.0% | 減碼 |
| Confluence Wealth Services, Inc. | 4,151 | $90.1 萬 | 0.06% | +925+28.7% | 加碼 |
| Aspire Private Capital, LLC | 4,101 | $90.6 萬 | 0.23% | +196+5.0% | 加碼 |
| Cookson Peirce & Co Inc | 4,109 | $90.7 萬 | 0.05% | +736+21.8% | 加碼 |
| AE Wealth Management LLC | 4,116 | $90.9 萬 | 0.01% | −2,313−36.0% | 減碼 |
| Parkside Financial Bank & Trust | 4,172 | $91.2 萬 | 0.12% | +63+1.5% | 加碼 |
| Aurora Investment Counsel | 4,134 | $91.3 萬 | 0.51% | −96−2.3% | 減碼 |
| Clarendon Private LLC | 4,144 | $91.5 萬 | 0.97% | +774+23.0% | 加碼 |
| Net Worth Advisory Group | 4,155 | $91.7 萬 | 0.29% | −12−0.3% | 減碼 |
| Chesapeake Wealth Management | 4,168 | $92.0 萬 | 0.33% | −496−10.6% | 減碼 |
| Avestar Capital, LLC | 4,170 | $92.1 萬 | 0.09% | −335−7.4% | 減碼 |
| Crux Wealth Advisors | 4,178 | $92.3 萬 | 0.48% | −886−17.5% | 減碼 |
| Insigneo Advisory Services, LLC | 4,188 | $92.5 萬 | 0.10% | +772+22.6% | 加碼 |
| Stonebridge Capital Advisors LLC | 4,220 | $93.2 萬 | 0.08% | +9+0.2% | 加碼 |
| St Germain D J Co Inc | 4,224 | $93.3 萬 | 0.04% | −84−1.9% | 減碼 |
| HMV Wealth Advisors, LLC | 4,228 | $93.4 萬 | 0.74% | 00.0% | 不變 |
| Prasad Wealth Partners, LLC | 4,229 | $93.4 萬 | 0.30% | −108−2.5% | 減碼 |
| Fieldview Capital Management, LLC | 4,243 | $93.7 萬 | 0.13% | +4,243 | 新進 |
| LMR Partners LLP | 4,265 | $94.2 萬 | 0.02% | 00.0% | 不變 |
| Caldwell Trust Co | 4,270 | $94.3 萬 | 0.10% | +62+1.5% | 加碼 |
| Carnegie Capital Asset Management, LLC | 4,706 | $94.4 萬 | 0.02% | +785+20.0% | 加碼 |
| First National Bank & Trust Co of Newtown | 4,280 | $94.5 萬 | 0.20% | 00.0% | 不變 |
| Renasant Bank | 4,305 | $95.1 萬 | 0.63% | −359−7.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 4,300 | $95.2 萬 | 0.09% | −1,413−24.7% | 減碼 |
| Clear Harbor Asset Management, LLC | 4,313 | $95.2 萬 | 0.08% | +1,215+39.2% | 加碼 |
| Roberts Glore & Co Inc | 4,319 | $95.4 萬 | 0.29% | −264−5.8% | 減碼 |
| Oppenheimer & Co Inc | 4,319 | $95.4 萬 | 0.01% | +249+6.1% | 加碼 |
| SCS Capital Management LLC | 4,340 | $95.8 萬 | 0.01% | +4,340 | 新進 |
| EverSource Wealth Advisors, LLC | 4,341 | $95.9 萬 | 0.05% | +513+13.4% | 加碼 |
| Blume Capital Management, Inc. | 4,369 | $96.5 萬 | 0.22% | −13,517−75.6% | 減碼 |
| JSF Financial, LLC | 4,378 | $96.7 萬 | 0.26% | +4,378 | 新進 |
| Moody Lynn & Lieberson, LLC | 4,385 | $96.8 萬 | 0.06% | 00.0% | 不變 |
| Friedenthal Financial | 4,386 | $96.9 萬 | 0.58% | +4,146+1,727.5% | 加碼 |
| Darwin Advisors, LLC | 4,721 | $97.0 萬 | 0.33% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 4,401 | $97.2 萬 | 0.12% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 4,430 | $97.8 萬 | 0.06% | −1,065−19.4% | 減碼 |
| Gen-Wealth Partners Inc | 4,437 | $98.0 萬 | 0.41% | +283+6.8% | 加碼 |
| Copperleaf Capital, LLC | 4,444 | $98.1 萬 | 0.59% | −52−1.2% | 減碼 |
| Aspire Growth Partners LLC | 5,392 | $98.2 萬 | 0.87% | +195+3.8% | 加碼 |
| BFSG, LLC | 4,458 | $98.4 萬 | 0.12% | −631−12.4% | 減碼 |
| Quest Partners LLC | 4,478 | $98.9 萬 | 0.11% | +2,868+178.1% | 加碼 |
| Ellevest, Inc. | 4,488 | $99.1 萬 | 0.07% | −106−2.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,514 | $99.7 萬 | 0.02% | −743−14.1% | 減碼 |
| Raiffeisen Bank International AG | 4,622 | $99.9 萬 | 0.02% | +382+9.0% | 加碼 |
| National Asset Management, Inc. | 4,525 | $99.9 萬 | 0.03% | −4,503−49.9% | 減碼 |
| Abacus Wealth Partners, LLC | 4,534 | $100.1 萬 | 0.15% | +3,205+241.2% | 加碼 |
| Spectrum Wealth Counsel, LLC | 4,540 | $100.3 萬 | 0.12% | +4,540 | 新進 |
| CoreCap Advisors, LLC | 4,543 | $100.3 萬 | 0.04% | +2,696+146.0% | 加碼 |
| Ellis Investment Partners, LLC | 4,545 | $100.4 萬 | 0.21% | −66−1.4% | 減碼 |
| Foundations Investment Advisors, LLC | 4,560 | $100.7 萬 | 0.02% | −18−0.4% | 減碼 |
| Cyrus J. Lawrence, LLC | 4,562 | $100.7 萬 | 3.81% | −80,428−94.6% | 減碼 |
| Advisors Capital Management, LLC | 4,562 | $100.8 萬 | 0.02% | −54−1.2% | 減碼 |
| Magnolia Capital Advisors LLC | 4,577 | $101.1 萬 | 0.27% | −1,017−18.2% | 減碼 |
| Sargent Investment Group, LLC | 4,579 | $101.1 萬 | 0.16% | +1,111+32.0% | 加碼 |
| Mutual Advisors, LLC | 5,706 | $101.3 萬 | 0.03% | −96−1.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,594 | $101.4 萬 | 0.14% | −211−4.4% | 減碼 |
| Drake & Associates, LLC | 4,606 | $101.7 萬 | 0.29% | +710+18.2% | 加碼 |
| Crumly & Associates Inc. | 4,613 | $101.9 萬 | 0.28% | +60+1.3% | 加碼 |
| Capstone Investment Advisors, LLC | 4,614 | $101.9 萬 | 0.01% | +4,436+2,492.1% | 加碼 |
| Schechter Investment Advisors, LLC | 4,614 | $101.9 萬 | 0.08% | −884−16.1% | 減碼 |
| Optimum Investment Advisors | 4,615 | $101.9 萬 | 0.48% | −175−3.7% | 減碼 |
| Edmond de Rothschild Holding S.A. | 4,654 | $102.8 萬 | 0.02% | +1,186+34.2% | 加碼 |
| Regal Investment Advisors LLC | 4,693 | $103.6 萬 | 0.08% | +40+0.9% | 加碼 |
| Journey Advisory Group, LLC | 4,694 | $103.7 萬 | 0.08% | +4,694 | 新進 |
| Commerzbank Aktiengesellschaft | 4,694 | $103.7 萬 | 0.02% | +870+22.8% | 加碼 |
| 1st Source Bank | 4,701 | $103.8 萬 | 0.06% | +10.0% | 加碼 |
| Ariel Investments, LLC | 4,706 | $103.9 萬 | 0.01% | +25+0.5% | 加碼 |
| One Wealth Advisors, LLC | 4,708 | $104.0 萬 | 0.16% | +2,277+93.7% | 加碼 |
| IFC Advisors LLC | 4,722 | $104.3 萬 | 0.22% | +107+2.3% | 加碼 |
| Aventura Private Wealth, LLC | 4,722 | $104.3 萬 | 0.55% | +331+7.5% | 加碼 |
| WESPAC Advisors SoCal, LLC | 4,753 | $105.0 萬 | 0.27% | +958+25.2% | 加碼 |
| Principle Wealth Partners LLC | 4,763 | $105.2 萬 | 0.08% | 00.0% | 不變 |
| Conning Inc. | 4,768 | $105.3 萬 | 0.04% | −682−12.5% | 減碼 |
| Meridian Wealth Management, LLC | 4,784 | $105.6 萬 | 0.05% | −67−1.4% | 減碼 |
| Cape Investment Advisory, Inc. | 4,789 | $105.8 萬 | 0.42% | −384−7.4% | 減碼 |
| Hilton Capital Management, LLC | 4,805 | $106.1 萬 | 0.09% | +4,805 | 新進 |
| Westbourne Investment Advisors, Inc. | 4,815 | $106.3 萬 | 0.38% | 00.0% | 不變 |
| Fig Financial Advisory Services Inc | 4,824 | $106.5 萬 | 0.75% | −311−6.1% | 減碼 |
| USA Financial Portformulas Corp | 4,836 | $106.8 萬 | 0.18% | +927+23.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 4,850 | $107.1 萬 | 0.01% | −400−7.6% | 減碼 |
| Beacon Financial Group | 4,867 | $107.5 萬 | 0.12% | −184−3.6% | 減碼 |
| Nicolet Bankshares Inc | 4,869 | $107.5 萬 | 0.22% | 00.0% | 不變 |
| Neumann Capital Management, LLC | 4,890 | $108.0 萬 | 0.37% | 00.0% | 不變 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,900 | $108.2 萬 | 0.04% | −400−7.5% | 減碼 |
| Hilltop Holdings Inc. | 4,912 | $108.5 萬 | 0.07% | +66+1.4% | 加碼 |
| GM Advisory Group, Inc. | 4,944 | $109.2 萬 | 0.06% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 4,961 | $109.6 萬 | 0.01% | +982+24.7% | 加碼 |
| Sandy Cove Advisors, LLC | 4,968 | $109.7 萬 | 0.44% | +34+0.7% | 加碼 |
| Semmax Financial Advisors Inc. | 5,961 | $109.7 萬 | 0.30% | −468−7.3% | 減碼 |
| Sky Investment Group LLC | 4,969 | $109.7 萬 | 0.20% | +861+21.0% | 加碼 |